We are live on ! Find out more
NLY icon

Annaly Capital Management

560 hedge funds and large institutions have $4.99B invested in Annaly Capital Management in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 221 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $178M | Put options by funds: $88.9M

28% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 172

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more capital invested

Capital invested by funds: $4.97B → $4.99B (+$21.9M)

0% less funds holding

Funds holding: 561560 (-1)

1.87% less ownership

Funds ownership: 52.64%50.77% (-1.9%)

Holders
560
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
65
Increased
221
Reduced
172
Closed
61
Calls
$178M
Puts
$88.9M
Net Calls
+$89.2M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
126
DnB Asset Management
Norway
$3.09M +$925K +47,600 +44%
MLM
127
Mount Lucas Management
Pennsylvania
$3.06M +$93.3K +4,800 +3%
KCFA
128
Key Client Fiduciary Advisors
New Jersey
$3.05M +$15.5K +796 +0.5%
AWM
129
AE Wealth Management
Kansas
$3.04M +$1.39M +71,760 +89%
CA
130
Continuum Advisory
Idaho
$2.95M +$136K +6,978 +5%
UIM
131
USS Investment Management
United Kingdom
$2.94M
Skandinaviska Enskilda Banken (SEB)
132
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.94M -$2.99M -153,823 -51%
ACM
133
Ategra Capital Management
Virginia
$2.91M -$110K -5,670 -4%
LSERS
134
Louisiana State Employees Retirement System
Louisiana
$2.89M +$389K +20,000 +16%
SOADOR
135
State of Alaska Department of Revenue
Alaska
$2.82M -$1.29M -66,566 -32%
SOMRS
136
State of Michigan Retirement System
Michigan
$2.81M +$25.3K +1,300 +0.9%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$2.8M +$379K +19,499 +16%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$2.79M -$1.97M -101,545 -42%
ASRS
139
Arizona State Retirement System
Arizona
$2.7M -$24.1K -1,238 -0.9%
Mariner
140
Mariner
Kansas
$2.66M +$299K +15,388 +13%
BI
141
Bramshill Investments
Florida
$2.63M +$959K +49,389 +60%
BCM
142
Beck Capital Management
Texas
$2.55M +$2.48M +127,568 New
Pacer Advisors
143
Pacer Advisors
Pennsylvania
$2.53M +$1.89M +97,030 +331%
AIP
144
Ameritas Investment Partners
Nebraska
$2.47M +$79.9K +4,111 +3%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$2.45M +$2.38M +122,529 New
Baird Financial Group
146
Baird Financial Group
Wisconsin
$2.38M +$416K +21,417 +22%
APF
147
Alaska Permanent Fund
Alaska
$2.37M +$2.3M +118,250 New
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$2.28M +$307K +15,791 +17%
Russell Investments Group
149
Russell Investments Group
United Kingdom
$2.27M -$11.7K -603 -0.5%
BB
150
Bell Bank
North Dakota
$2.26M -$109K -5,587 -5%

NLY Hedge Fund Activity: Q2 2023 in Review

560 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2023, worth a combined $4.99B — up 0.44% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NLY positions and 61 closed out — a net gain of 4 holders — while 221 added to existing stakes and 172 trimmed.

The largest buyer was Swiss National Bank, opening a new position worth an estimated $34.6M. The largest seller was Marshall Wace, cutting an estimated $82M.

  • 560 institutional investors held Annaly Capital Management (NLY) as of Q2 2023, down from 561 in Q1 2023.
  • Funds reported $4.99B of Annaly Capital Management stock for Q2 2023, up 0.44% quarter-over-quarter.
  • 65 funds opened new Annaly Capital Management positions in Q2 2023 and 61 closed out, a net change of +4 holders.
  • The largest Annaly Capital Management buyer in Q2 2023 was Swiss National Bank, an estimated $34.6M added.
  • The largest Annaly Capital Management seller in Q2 2023 was Marshall Wace, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2023.